BIA
FISV

Benchmark Investment Advisors’s Fiserv Inc FISV Stock Holding History

Benchmark Investment Advisors’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.06M Buy
+8,254
New +$1.18M 0.62% 37
2025
Q1 		$2.97M Buy
13,468
+1,570
+13% +$344K 1.93% 15
2024
Q4 		$2.44M Buy
11,898
+218
+2% +$44.5K 1.59% 18
2024
Q3 		$2.1M Buy
11,680
+104
+0.9% +$17.2K 1.5% 20
2024
Q2 		$1.73M Sell
11,576
-325
-3% -$49.2K 1.25% 20
2024
Q1 		$1.9M Sell
11,901
-6,982
-37% -$1.02M 1.5% 17
2023
Q4 		$2.51M Buy
18,883
+156
+0.8% +$19.1K 2.32% 9
2023
Q3 		$2.12M Sell
18,727
-440
-2% -$54.2K 2.14% 11
2023
Q2 		$2.42M Sell
19,167
-1,688
-8% -$199K 2.23% 10
2023
Q1 		$2.36M Sell
20,855
-410
-2% -$45.1K 2.42% 9
2022
Q4 		$2.15M Sell
21,265
-250
-1% -$24.9K 2.27% 8
2022
Q3 		$2.01M Buy
21,515
+1,825
+9% +$186K 2.17% 11
2022
Q2 		$1.75M Buy
19,690
+1,500
+8% +$145K 1.83% 15
2022
Q1 		$1.84M Buy
18,190
+165
+0.9% +$16.7K 1.39% 21
2021
Q4 		$1.87M Buy
+18,025
New +$1.86M 1.54% 20

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benchmark Investment Advisors's FISV Position: Q3 2025 in Review

Benchmark Investment Advisors opened a new position in Fiserv Inc (FISV) in Q3 2025: 8,254 shares worth $1.06M. The stake represents 0.62% of the portfolio and ranks #37 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in FISV as recently as Q1 2025.

Benchmark Investment Advisors first reported a position in FISV in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.97M in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Benchmark Investment Advisors held 8,254 shares of Fiserv Inc worth $1.06M as of Q3 2025.
  • Fiserv Inc was a new Benchmark Investment Advisors position in Q3 2025.
  • Fiserv Inc made up 0.62% of Benchmark Investment Advisors's portfolio in Q3 2025, its #37 holding.
  • Benchmark Investment Advisors first reported a position in Fiserv Inc in Q4 2021 and has held it in 15 quarters since.
  • Benchmark Investment Advisors's Fiserv Inc position peaked at $2.97M in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Benchmark Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.